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SAGE ADVISORS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE ADVISORS, LLC on AAPL, newest first. How the timeline and the estimate are built.

SAGE ADVISORS, LLC held 26,291 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 26,291 shares
    Change vs previous 13F -467 shares

    4.74% of the 13F portfolio, value $7,147,441.

    13F-HR 0002085853-26-000031 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 26,758 shares
    Change vs previous 13F +61 shares

    4.88% of the 13F portfolio, value $6,813,330.

    13F-HR 0002085853-25-000130 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 26,697 shares
    Change vs previous 13F -18,359 shares

    3.91% of the 13F portfolio, value $5,477,385.

    13F-HR 0001667731-25-000989 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 45,056 shares
    Change vs previous 13F +959 shares

    7.04% of the 13F portfolio, value $10,008,384.

    13F-HR 0001667731-25-000532 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 44,097 shares
    Change vs previous 13F -2,084 shares

    8.25% of the 13F portfolio, value $11,042,759.

    13F-HR 0001667731-25-000175 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 46,181 shares
    Change vs previous 13F +1,778 shares

    8.48% of the 13F portfolio, value $10,760,278.

    13F-HR 0002032121-24-000004 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 44,403 shares
    Change vs previous 13F +1,416 shares

    7.6% of the 13F portfolio, value $9,352,131.

    13F-HR 0002032121-24-000003 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 42,987 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $7,371,448.

    13F-HR 0002032121-24-000002 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).